Accounting

Template from the Finance & Accounting catalogue. Edit to customise.

Template from the Finance & Accounting catalogue. Edit to customise.

Template from the Finance & Accounting catalogue. Edit to customise.

Template from the Finance & Accounting catalogue. Edit to customise.

Pricing, settlement cadence, FX treatment, and elimination procedures for intercompany activity.

Comprehensive accounting policies manual covering GAAP elections and entity-wide procedures.

A comprehensive checklist for South African SMEs to ensure all necessary documentation and information are prepared for tax registration with SARS.

This template is used by businesses to formally request a Tax Clearance Certificate from the relevant tax authority, confirming their compliance with tax obligations.

This Accounts Payable Policy template outlines the guidelines and procedures for managing accounts payable within an organisation. It is used to ensure efficient, accurate, and compliant processing of invoices and payments to suppliers.

This template is used by a company to formally request a delay in submitting its financial statements to the relevant authorities or stakeholders. It outlines the reasons for the delay and proposes a new submission date.

This document outlines a strategy for improving website conversion rates, focusing on actionable steps and key metrics. It is used to plan, execute, and track optimization efforts to turn more visitors into customers or leads.

This template provides a comprehensive financial ledger for Small and Medium-sized Enterprises (SMEs) to record all financial transactions, facilitating accurate accounting and financial reporting. Use it to maintain a detailed and organized record of income and expenses.

This Cash Receipt template is used to formally acknowledge the physical receipt of cash for goods sold or services rendered.

This Petty Cash Voucher template is used to record small cash payments made out of a petty cash fund. It helps maintain accurate records for reconciliation and auditing purposes.

This template is used to issue a formal request for payment from a customer for goods or services provided, detailing the transaction for accounting and tax purposes.

This template is used by Spaza shops in South Africa to meticulously track their inventory levels, ensuring accurate stock management and preventing losses. It is ideal for daily, weekly, or monthly inventory counts.

This template is used to meticulously record all maintenance activities performed on a vehicle within a company fleet, ensuring a comprehensive history of repairs, services, and inspections. It is crucial for tracking vehicle health, scheduling future maintenance, and managing operational costs.

This template is used to meticulously record all farm inputs, including seeds, fertilizers, pesticides, and other materials, purchased and used. It helps in tracking inventory, managing costs, and ensuring compliance with agricultural practices.

This Warehouse Stock Sheet template is used to record and track the movement of inventory within a warehouse. It helps in maintaining accurate stock records for auditing and operational efficiency.

This template is used to record vehicle mileage for business purposes, providing a clear log for expense claims, tax deductions, and fleet management.

This Film Production Budget template helps producers meticulously plan and track all expenses associated with a film project, from pre-production through post-production and distribution. It is essential for securing financing, managing cash flow, and ensuring the project stays within financial limits.

This Change Order template is used to formally document and approve changes to an existing contract or project scope. It is crucial for maintaining clear communication and avoiding disputes.

This checklist facilitates a systematic internal audit process for businesses, ensuring compliance with internal policies and external regulations. Use it to prepare for an audit or to conduct a self-assessment of financial and operational controls.

This Mileage Log template is used to accurately record business-related travel for reimbursement and tax purposes. It helps track vehicle usage, distances covered, and the purpose of each trip.

This template is used by educational institutions to formally approve a tuition refund request made by a student or guardian. It outlines the details of the refund, the approved amount, and the terms of processing.

This worksheet provides a structured approach for comparing different franchise opportunities, enabling prospective franchisees to objectively evaluate various options based on financial, operational, and legal factors. It is ideal for individuals or businesses considering investing in a franchise.

This template provides a formal record of a board of directors' decision to declare a final dividend to shareholders, outlining the dividend amount, payment date, and other relevant terms. It is used after the company's financial year to distribute profits.

This template provides a formal board resolution to approve the company's budget for a specified financial period. It should be used after budget discussions and before the new financial year commences.

This template is used to report details of a customer return, including product information, reason for return, and resolution. It is essential for tracking returned goods and ensuring proper credit or replacement.

This letter template formally denies a customer's request for an additional discount. It is used when a business has reviewed the request and determined that further reductions are not feasible or warranted based on their pricing policies and commercial terms.